REW Academy Videos

How To Enable Shark Tank


Enable an auto-rotation for unassigned leads to your agents. With Shark Tank activated, your agents can claim leads on a first come, first serve basis.

Hi, everyone.

In this video tutorial, I will be walking you through REW CRM's auto rotation feature, Shark Tank.

Shark Tank was built for competitive teams who want to reward their agents who are on the ball.

Through Shark Tank, your agents will accept leads on a first come, first serve basis.

The setup is super simple. Let me show you how.

Log in to the REW CRM, and within the hamburger menu, navigate to the settings page.

Within the lead manager settings, scroll down to where it says Shark Tank lead distribution.

Toggle it on to enable this feature.

Save your settings.

Once this is on, new unassigned leads will be entered into the Shark Tank. Agents who are granted permissions to the Shark Tank will receive notifications when a new lead is entered and will be able to accept these leads on a first come first serve basis.

That's about it for the settings. Now let me show you how an agent can claim a Shark Tank lead. Navigate to the CRM homepage.

Click on my setup on the bottom left of the screen.

And within the modal, you will now see Shark Tank listed under tools.

Click on this.

All unassigned leads will be listed on this page.

To claim a lead, simply click on the green claim button to the right side of a lead.

It's that easy.

Does your team thrive on competition? If so, give Shark Tank a try.

If you have any questions or want to know more about this feature, please reach out to us at REW dot com or join the conversation on our forums page.

Thanks for watching.

 

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